Rachelle Morris
InvestorInvestor at Stalwart Venture
Salt Lake City, Utah
Writes $100K – $5M checks · typically $1.5M
Experience
- Stalwart VenturesCo-Founder & Managing Directorcurrent2022 — presentUtah, United States
- The Norden GroupWealth Advisorcurrent2022 — presentSalt Lake City, Utah, United States
- Crestone Capital, LLCExecutive Director2021 — 2022Salt Lake City, Utah, United States
- J.P. MorganVice President, Client Advisor at J.P. Morgan Private Bank2018 — 2021Salt Lake City Metropolitan Area
- Goldman SachsPrivate Wealth Management2006 — 2018
Education
- Brigham Young UniversityBachelor of Science (BS), Management Information Systems2003 — 2007
- Klein High School
Skills & more
Data Analysis15Microsoft Excel11Microsoft Office2Financial Analysis7Leadership17AnalysisManagement4PowerPoint1Corporate Finance1Valuation1Strategic Planning3
- Series 7 & 66
From Rachelle's professional profile.
Frequently asked questions
- Where does Rachelle Morris work?
- Rachelle Morris is at Stalwart Venture.
- What check size does Rachelle Morris write?
- Rachelle Morris typically writes checks of $100K – $5M.
Same school
Also attended Brigham Young University226
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Also attended Klein High School1
Shared employers
Also worked at Stalwart Ventures2
Also worked at Crestone Capital, LLC1
Also worked at J.P. Morgan796
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Also worked at Goldman Sachs1,440
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